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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$380M
2
Victory Capital Management
Victory Capital Management
Texas
$357M
3
WHRC
W.H. Reaves & Co
New Jersey
$130M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$101M
5
UBS AM
UBS AM
Illinois
$320M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$483M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
3
Amundi
Amundi
France
$100M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.2M
5
Goldman Sachs
Goldman Sachs
New York
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
676
GFG Capital
Florida
$3.67K +$3.67K +53 New
TCM
677
TD Capital Management
Tennessee
$3.54K – – –
SS
678
SBI Securities
Japan
$3.4K +$208 +3 +7%
KFI
679
Key Financial Inc
Pennsylvania
$3.19K – – –
FCAS
680
First Command Advisory Services
Texas
$3.12K – – –
HWP
681
Highline Wealth Partners
California
$3.05K – – –
CTC
682
Central Trust Company
Missouri
$2.98K – – –
TCA
683
Trifecta Capital Advisors
Illinois
$2.91K – – –
BWAM
684
Boyd Watterson Asset Management
Ohio
$2.7K – – –
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$2.63K +$208 +3 +9%
CIAS
686
CBIZ Investment Advisory Services
Ohio
$2.49K +$2.49K +36 New
MSG
687
Main Street Group
Virginia
$2.36K -$2.08K -30 -47%
HFS
688
Hughes Financial Services
Virginia
$2.15K +$519 +7 +32%
AIC
689
Archer Investment Corporation
Indiana
$2.14K – – –
WCM
690
WealthTrak Capital Management
Virginia
$2.08K -$347 -5 -14%
CA
691
Centerpoint Advisors
Massachusetts
$2K -$64.7K -970 -97%
PWMG
692
Private Wealth Management Group
New Jersey
$1.73K +$69 +1 +4%
KG
693
Kilter Group
New York
$1.73K +$1.73K +25 New
DF
694
Dunhill Financial
United Kingdom
$1.67K -$3.13K -45 -65%
CCMI
695
Creative Capital Management Investments
California
$1.66K +$1.66K +24 New
MAFA
696
MJT & Associates Financial Advisory
Minnesota
$1.59K – – –
OW
697
Olistico Wealth
Oklahoma
$1.59K +$1.59K +23 New
TIM
698
Total Investment Management
Arizona
$1.52K +$1.52K +22 New
IHWM
699
Iron Horse Wealth Management
Iowa
$1.39K – – –
RA
700
Rise Advisors
New York
$1.32K – – –
26 27
28
29 30